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1. Select the type of gift(s) in which you are interested:
Outright
Bequest (gift by will)
Grantor Lead Trust
Nongrantor Lead Trust
2. Select the type of asset(s) with which you are considering funding the gift:
Cash
Securities (stocks, bonds, mutual fund shares)
Real estate
Other (please specify)
3. Gift amount and cost basis:
Enter the dollar amount of the gift you are considering:
Enter the cost basis of the asset (if other than cash) you are considering funding the gift with:
4. Age(s) or birth date(s):
Enter the age or birth date for each beneficiary
Beneficiary 1:
Beneficiary is someone other than me or my spouse.
Beneficiary 2:
5. Your information:
Questions or Comments:
*All fields marked with the asterisk symbol (*) are required.
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